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'Same Record' Functionality in Defaulting Rules Errors with Invalid Values when Changing Customer in Quoting (Doc ID 2803576.1)

Last updated on MAY 10, 2022

Applies to:

Oracle Quoting - Version 12.2.9 and later
Information in this document applies to any platform.


On : 12.2.9 version, HTML User Interface

While trying to change the customer on a quote,
    if the defaulting rules are enabled for End customer using the action "Same record"
    taking the values from the Quote-To fields,
the change customer fails with the following error :


The column(s), End_Customer_party_Id, has an invalid value(s), xxxx

The issue can be reproduced at will with the following steps:
1. Create defaulting rules for end-customer in Quoting forms UI, (ie Quoting Sales Manager > Setup > Defaulting Rules)

End Customer - Quote To Customer
End Customer Account - Quote To Customer Account
End Customer Contact - Quote To Contact
End Customer Address - Bill To Address

2. Enable defaulting setup for End Customer.  (Ref: Note 1346586.1 - End Customer Details are Not Defaulting Correctly During Quote Creation)

3. Enable change customer action.  (Ref: Note 1640378.1 - How to Enable the "Change Customer" Selection In Quoting Dropped Down 'Actions' LOV)

4. Create a new quote, notice the end customer info, try to change customer to a different account, get the error.





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